We take a bespoke approach, designed to accommodate everyone, which allows us to provide the right level of education and support.
From one-to-one consultations, where we provide our holistic wealth management experience, to seminars that address the most common issues. Providing employees with the confidence and tools to take control of their financial future.
Financial wellness starts with knowledge and understanding, followed by action.
Read some testimonials from employers who have run successful Financial Education programmes with us.
One size doesn’t fit all
We appreciate that what works for one company may not work for another. So, we tailor our Financial Education programme accordingly.
Working with you, we’ll design a programme that suits your employees. With a suite of options all designed to either run independently or as a complementary ‘mix and match’ solution.
We produce all of our Financial Education programmes according to the needs of the company and their employees. However, you can view an example of a 12 month Financial Education programme to give you an idea of the range of topics we can cover.
Read our case studies to see how the tailored approach has worked for other companies run Financial Education programmes in the workplace.